Harlow Capital Management (HCM) manages separate accounts and private funds. HCM invests in equity and fixed income securities, using a value-oriented investment strategy to identify high-quality companies at reasonable prices. Clients can set restrictions on investments. HCM also manages private funds focused on energy infrastructure and aerospace.
Assets Under Management$96M
Clients96
Advisors1
Avg. per Client$1M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Separately managed accounts invested solely in fixed income or mutual funds are charged an annual fee of 1.0% of assets under management. Fees are not negotiable for new relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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